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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
601
Pine Haven Investment Counsel
Massachusetts
$375K – – –
TFS
602
TrustCore Financial Services
Tennessee
$375K – – –
DA
603
DCM Advisors
New York
$374K -$193K -854 -31%
O
604
Ossiam
France
$374K +$404K +1,787 +2,008%
FAM
605
Formidable Asset Management
Ohio
$373K -$3.84K -17 -0.9%
TSWM
606
Triangle Securities Wealth Management
North Carolina
$373K +$423K +1,873 New
KPWS
607
Kestra Private Wealth Services
Texas
$372K +$23.9K +106 +6%
CAAS
608
Capital Asset Advisory Services
Michigan
$371K +$187K +828 +80%
CCM
609
Coldstream Capital Management
Washington
$370K +$144K +636 +52%
HPC
610
HM Payson & Co
Maine
$369K – – –
EWM
611
Empirical Wealth Management
Washington
$366K -$150K -664 -27%
FCT
612
First Community Trust
Iowa
$366K – – –
NW
613
NewEdge Wealth
Pennsylvania
$365K -$2.76M -12,222 -87%
VNA
614
Valley National Advisers
Pennsylvania
$363K +$223K +986 +123%
MMM
615
Mendel Money Management
Illinois
$361K +$12K +53 +3%
CCG
616
Chatham Capital Group
Georgia
$358K -$45.2K -200 -10%
SVWAG
617
Sound View Wealth Advisors Group
Georgia
$358K +$103K +456 +34%
ARMT
618
Amica Retiree Medical Trust
Rhode Island
$352K +$156K +691 +64%
TC
619
Telemus Capital
Michigan
$350K +$903 +4 +0.2%
LNC
620
Lincoln National Corp
Pennsylvania
$349K -$268K -1,187 -40%
CCA
621
Checchi Capital Advisers
California
$349K +$31.2K +138 +11%
CIA
622
Capital Investment Advisors
Georgia
$348K – – –
CCM
623
Chilton Capital Management
Texas
$348K – – –
BCA
624
Bay Colony Advisors
Massachusetts
$347K +$11.3K +50 +4%
FA
625
Fiducient Advisors
Illinois
$347K +$393K +1,740 New
23 24
25
26 27